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Create Employee Profile on Website
Create Employee Profile on Website

This article will guide you to create an employee profile via the website.

Updated over a week ago

Depending on the configuration of your access role, you may or may not have access to this feature. Please check with your Admin for access control.

Create Employee Profile using Quick Access

  1. Find the plus (+) icon on the navigation bar and click on it

  2. Select Create New Employee

  3. Fill out the new employee's first name, last name, email, and join date

  4. Tick the box:

  5. Click Create when finishing

Create Employee Profile in the Employees module

  1. Go to Employees > Manage Employees

  2. Click on New Profile

  3. Fill out the new employee's name, email, and join date

  4. Tick the box:

  5. Click Create when finishing

💡 Tip:

  • After a profile is created, it will still be missing some information. You can open the new profile and update data or ask the employees to do it via Onboarding. Learn how to create an information acquisition task here.

  • If an employee activates their account before the official join date, they can only access the Checklists' To-dos tab, Documents module, and their own profile. Learn more about Pre-boarding Data Access.

📌 Note:

  • (*) indicate required fields.

  • By ticking the box "Send email invitation", you authorize the system to send invitations to your new employees after you click Create.

  • To import bulk employees, please refer to the article Import Employee.

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